ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.46B
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.72B
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$60.3M
3
+$59M
4
VNT icon
Vontier
VNT
+$47.4M
5
CVX icon
Chevron
CVX
+$34.5M

Top Sells

1
+$760M
2
+$245M
3
+$68.4M
4
IT icon
Gartner
IT
+$51.5M
5
HXL icon
Hexcel
HXL
+$49.3M

Sector Composition

1 Financials 16.86%
2 Industrials 15.68%
3 Technology 12.88%
4 Consumer Discretionary 10.62%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35M 0.74%
192,354
+8,618
52
$34.5M 0.73%
+211,644
53
$33.3M 0.7%
155,533
-5,811
54
$31.6M 0.67%
207,004
+11,161
55
$30.9M 0.65%
226,494
-13,163
56
$30.8M 0.65%
324,120
-2,449
57
$29.6M 0.63%
150,940
+160
58
$28.7M 0.61%
251,811
-1,176
59
$27.7M 0.59%
226,994
-2,423
60
$27.6M 0.58%
322,845
-9,508
61
$27.5M 0.58%
92,682
-3,591
62
$27.4M 0.58%
154,451
-868
63
$27.2M 0.58%
245,485
+7,633
64
$27M 0.57%
429,855
-2,282
65
$25.9M 0.55%
154,623
-1,019
66
$25.6M 0.54%
1,302
-38,636
67
$25.3M 0.54%
219,409
-2,166
68
$24.7M 0.52%
188,636
-1,908
69
$24.5M 0.52%
161,573
-27,500
70
$23.9M 0.51%
46,880
+45,557
71
$23.9M 0.51%
510,180
+12,621
72
$23.5M 0.5%
528,437
-36,297
73
$23.2M 0.49%
402,829
-3,967
74
$21.5M 0.45%
211,685
+9,953
75
$21.5M 0.45%
106,100
-6,452
1 2
3
4 5